Preparing to Install

These are the tasks that you must consider before installing Customer Success Cloud June 2023.

Dependencies on Other Certinia Packages

You must install Foundations Winter 2023 before installing Customer Success Cloud June 2023.

Enable Multiple Currencies

Multiple currencies must be enabled in your org before you can install Customer Success Cloud. For more information, see the Salesforce Help.

Concepts

Customer Success Workspace

Tasks

Setting up CS Cloud

Using the Calendars

Using the Playbook Task Manager

Using Team Manager

Using the Playbook Task Portfolio Grid

Creating a Playbook

Creating an Objective

Creating a Success Plan

Creating a Team

Customizable Lightning Components

Reference

Objective Fields

Playbook Fields

Playbook Source Fields

Success Plan Fields

Playbook Task Assignment Fields

Playbook Task Fields

Playbook Task Manager Lightning Component Properties

Playbook Task Portfolio Grid Lightning Component Properties

Customer Success Cloud Resource Fields

Team Membership Fields

Playbook Task Field Sets

CS Cloud Lightning Components

Permission Sets and Other Technical Documentation